Kiely Wealth Advisory Group, Inc. Vanguard Transaction History
Kiely Wealth Advisory Group, Inc.
- $155 Billion
- Q4 2024
A detailed history of Kiely Wealth Advisory Group, Inc. transactions in Vanguard stock. As of the latest transaction made, Kiely Wealth Advisory Group, Inc. holds 25,184 shares of VGSH stock, worth $1.48 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
25,184
Previous 1,980
1171.92%
Holding current value
$1.48 Million
Previous $115 Million
1172.7%
% of portfolio
0.94%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio